About I come to Morgan Stanley with over 14 years of experience in equity research, investment analysis, and portfolio management, in order to deliver institutional level service & sophisticated solutions designed to help my clients navigate market turbulence and achieve life goals . Based on my values, strengths and experience, I have created a business model based on the following principles and commitments to each client:
*Committed to the highest fiduciary standards. As a CFA® Charterholder, I am bound to some of the highest ethical and professional standards in the industry
*Collaborative Solutions. Use team based approaches, pair with specialists, and serve as liaison to the intellectua..